Simplicity Group Acquires Source Brokerage

Simplicity Group Holdings Acquires Northeast Brokerage

August 19, 2025

Financial Services

Simplicity Group Holdings has acquired Northeast Brokerage, a New England-based brokerage general agency (BGA) focused on point-of-sale solutions for financial institutions, P&C agencies, and independent advisors. The deal brings partners Rex Cretella, Mark Gage, and Mike Costello into Simplicity's partnership and expands Simplicity's presence in the New England market.

Simplicity Group Acquires Chesapeake Brokerage

July 12, 2022

Insurance

Simplicity Group has acquired Chesapeake Brokerage, a Delaware-based life, long-term care and annuity distribution firm. The founders Jeff and Marge Levy will join Simplicity as partners and continue to run day-to-day operations while benefiting from Simplicity's product, marketing and back-office resources.

Simplicity Group Acquires Triton Brokerage Group

November 29, 2022

Insurance

Simplicity Group has acquired Triton Brokerage Group, a national distributor of annuity, life, long-term care, and disability insurance. Triton founders Bob Ogurcak and Matt Woodson join Simplicity as partners; the business becomes the 47th company in Simplicity's partnership to expand its distribution, point-of-sale and wealth channel capabilities.

Simplicity Group Acquires The Leaders Group, Inc.

February 15, 2023

Financial Services

Simplicity Group Holdings, Inc. has entered into a definitive agreement to acquire The Leaders Group, Inc., a national independent broker-dealer based in Littleton, Colorado. The acquisition expands Simplicity's distribution capability into the brokerage general agency (BGA) channel and enhances its ability to support independent financial advisors and BGAs with insurance and securities distribution services.

Simplicity Group Acquires Buckhead Brokerage Group

May 3, 2022

Financial Services

Simplicity Group has acquired Georgia-based Buckhead Brokerage Group and welcomed its founder, Forrest Mitchell, as a new partner. The acquisition brings Buckhead’s insurance brokerage and underwriting expertise into Simplicity’s distribution partnership to expand capabilities and service offerings for independent advisors and their clients.

Simplicity Group Acquires Commonwealth Capital Brokerage

April 18, 2023

Insurance

Simplicity Group Holdings, Inc. has acquired Commonwealth Capital Brokerage, LLC, a Pennsylvania-based life and annuity brokerage agency led by Drew Grifo and Stephen Ruggieri. The two leaders join Simplicity as partners to access the group's sales, marketing, lead generation and proprietary technology to accelerate growth and better serve their network of advisors.